wiar 02-26-18

Mary FanslauWhat I Am Reading

Feb 26 (Monday)

Markets
Investors’ Zeal to Buy Stocks With Debt Leaves Markets Vulnerable (W)
Goldman Says Stocks May Plunge 25% If 10-Year Yield Hits 4.5% (B)
Equity Investors Fleeing Wall Street Are Turning to Europe (B)
European Investors Are Now Blocked From Investing in One of the Most Popular ETFs (B)

Currencies & commodities
Dollar-Rate Breakdown Exposes Foreign-Exchange Mystery (W)
2018 Energy Roundtable: Don’t Give Up on Oil (BR)

Central banks
Fed Report Signals No Worries About Recent Market Volatility (W)
Fed plays down worries of US labour shortages (FT)
Japan’s central bank chooses continuity over tradition (E)

US
Coal Jobs Get a Boost—From Exports (W)

China
China’s Communist Party Proposal Sets Stage for Xi to Hold Onto Power (W)

US politics
Congress Returns to Washington Under Pressure to Act on Guns (W)

US tax reform
Tax Changes Could Spur Swap Meet for Used Goods (W)
Berkshire Reaps $29 Billion Windfall From New Tax Plan (W)

Geopolitics
North Korea Olympic Delegation Says Regime ‘Fully Willing’ to Talk to U.S. (W)

Industries & companies
Autos: Fiat Chrysler to kill off diesel in all cars by 2022 (FT)
FAANGs: Apple to Store Sensitive Encryption Keys in China (W)
Industrials: GE plans to restate earnings for past two years (FT)
Retail: Investors put faith in traditional US retailers (FT)
Wireless: Wireless Companies to Start Small With 5G Rollouts (W)

Corporate finance
Warren Buffett’s Annual Letter: Buffett Laments High Price of Acquisitions (BR)
Buffett Says He Needs to Make a ‘Huge’ Deal (B)

Technology
Wrapping Your Mind Around Quantum Computing (BR)

Offbeat
Delta and United Join Companies Dumping the NRA (B)
We’re All Gun Owners, and Here’s Why (BR)